Dynasty Affiliate Cyndeo Wealth Recruits $200M Advisor to its Exec Team

St. Petersburg, FL-based Cyndeo Wealth Management announced that veteran financial advisor Shawn Jiles has joined the firm, bolstering its Central Florida presence.

Jiles served as SVP-senior financial advisor for 15 years at Merrill Lynch and more recently as private wealth advisor at Bison Wealth, where he managed $200M in assets, including for ultra-high-net-worth individuals and families. He brings over 20 years of experience and expertise in long-term financial planning, portfolio design, business succession, and liquidity strategies, the firm said.

Cyndeo is part of Dynasty Financial Partners’ independent advisory network and manages $2.4B in client assets.

Source: https://www.businesswire.com/news/home/20241105568805/en/